Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| 1 |
Restaurant Brands International
QSR
|
+$789M |
| 2 |
Halliburton
HAL
|
+$716M |
| 3 |
Exact Sciences
EXAS
|
+$657M |
| 4 |
Corpay
CPAY
|
+$650M |
| 5 |
Pfizer
PFE
|
+$541M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$2.27B |
| 3 |
Boston Scientific
BSX
|
+$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$842M |
| 5 |
Intuitive Surgical
ISRG
|
+$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WRK
301
DELISTED
WestRock Company
WRK
| $139M | 0.03% |
4,000,000
| – | – |
|
302
Coca-Cola Europacific Partners
CCEP
$40.7B
| $139M | 0.03% |
3,577,186
-1,853,712
| -34% | -$71.9M |
|
303
Pool Corp
POOL
$12.2B
| $137M | 0.03% |
409,700
| – | – |
|
304
Vertiv
VRT
$51.5B
| $137M | 0.03% |
7,903,500
+7,351,649
| +1,332% | +$127M |
|
305
Zillow
ZG
$20.4B
| $136M | 0.03% |
1,340,077
| – | – |
|
306
Kontoor Brands
KTB
$4.5B
| $136M | 0.03% |
5,621,240
| – | – |
|
307
Chemed
CHE
$6.5B
| $134M | 0.03% |
279,207
| – | – |
|
308
Bandwidth Inc
BAND
$495M
| $131M | 0.03% |
753,000
| – | – |
|
309
Republic Services
RSG
$71.3B
| $131M | 0.03% |
1,401,292
-129
| -0% | -$12K |
|
310
Quince Therapeutics
QNCX
$85.9M
| $130M | 0.03% |
2,605,334
| – | – |
|
|
MGP
311
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $129M | 0.03% |
4,623,820
+1,286,493
| +39% | +$36M |
|
312
Novavax
NVAX
$1.3B
| $125M | 0.03% |
1,156,379
+712,151
| +160% | +$77.2M |
|
313
Southwest Airlines
LUV
$16.6B
| $124M | 0.03% |
+3,314,209
| New | +$124M |
|
314
Twist Bioscience
TWST
$1.53B
| $122M | 0.03% |
1,609,952
+905,952
| +129% | +$68.8M |
|
315
Yext
YEXT
$1.07B
| $120M | 0.03% |
7,920,309
-1,599,069
| -17% | -$24.3M |
|
316
Wynn Resorts
WYNN
$12.6B
| $120M | 0.03% |
1,667,381
-1,392,339
| -46% | -$100M |
|
|
AEPPL
317
DELISTED
American Electric Power Company, Inc. Corporate Unit
AEPPL
| $118M | 0.03% |
2,435,904
-49,576
| -2% | -$2.4M |
|
318
New Fortress Energy
NFE
$373M
| $117M | 0.03% |
2,656,000
+291,779
| +12% | +$12.8M |
|
|
CD
319
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $117M | 0.03% |
+7,196,382
| New | +$117M |
|
320
Suncor Energy
SU
$50.6B
| $116M | 0.03% |
9,521,695
-2,581
| -0% | -$31.5K |
|
321
Globant
GLOB
$2.47B
| $115M | 0.03% |
642,973
-111,550
| -15% | -$20M |
|
322
KB Home
KBH
$4.48B
| $114M | 0.02% |
2,957,918
| – | – |
|
323
VeriSign
VRSN
$26.7B
| $112M | 0.02% |
545,031
+4,773
| +0.9% | +$978K |
|
324
Clarivate
CLVT
$2.88B
| $109M | 0.02% |
3,525,084
+173,805
| +5% | +$5.39M |
|
325
Simply Good Foods
SMPL
$2.73B
| $109M | 0.02% |
4,951,000
| – | – |
|